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Palo Alto Networks
PANW

Overview Fund Activity

2,264 hedge funds and large institutions have $93.7B invested in Palo Alto Networks in 2024 Q4 according to their latest regulatory filings, with 347 funds opening new positions, 945 increasing their positions, 717 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,264
Holders Change
+218
Holders Change %
+10.65%
% of All Funds
30.13%
Holding in Top 10
72
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20%
% of All Funds
0.96%
New
347
Increased
945
Reduced
717
Closed
91
Calls
$3.95B
Puts
$7.94B
Net Calls
-$3.99B
Net Calls Change
-$299M

Top Buyers

1
BlackRock
BlackRock
New York
+$381M
2
Citigroup
Citigroup
New York
+$350M
3
SG Americas Securities
SG Americas Securities
New York
+$272M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$251M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$242M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$1.17B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$347M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$346M
4
Goldman Sachs
Goldman Sachs
New York
-$329M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1651
McDonough Capital Management
Florida
$386K +$386K +2,120 New
MWM
1652
Mindset Wealth Management
Indiana
$384K +$72.8K +400 +23%
WE
1653
Wealth Effects
Massachusetts
$381K -$2.55K -14 -0.7%
LFA
1654
Legacy Financial Advisors
Kentucky
$381K +$12.4K +68 +3%
WP
1655
WMS Partners
Maryland
$380K +$57.1K +314 +18%
CH
1656
Cromwell Holdings
Wyoming
$380K – – –
MFS
1657
McNamara Financial Services
Massachusetts
$379K – – –
BIA
1658
Beacon Investment Advisors
Maryland
$378K -$364 -2 -0.1%
IWA
1659
Icon Wealth Advisors
Texas
$377K +$36.4K +200 +11%
CFP
1660
Catalyst Financial Partners
Massachusetts
$377K +$50.4K +277 +15%
VWM
1661
Vigilare Wealth Management
Arizona
$377K +$182 +1 +0%
IPW
1662
Invictus Private Wealth
Colorado
$376K -$728 -4 -0.2%
MSWM
1663
McGlone Suttner Wealth Management
Wisconsin
$376K +$28.2K +155 +8%
AL
1664
Aspiriant LLC
California
$375K +$52.4K +288 +16%
CIG
1665
Cascade Investment Group
Colorado
$374K -$36.4K -200 -9%
LA
1666
LM Advisors
California
$373K -$382K -2,100 -51%
BWP
1667
Burling Wealth Partners
Illinois
$372K +$372K +2,042 New
PL
1668
Plancorp LLC
Missouri
$371K +$4K +22 +1%
EFA
1669
Evernest Financial Advisors
Indiana
$371K – – –
OL
1670
Optas LLC
Texas
$370K +$6.19K +34 +2%
BBP
1671
Banco BTG Pactual
Brazil
$370K +$370K +2,046 New
BA
1672
Bristlecone Advisors
Washington
$368K – – –
OP
1673
ORG Partners
Indiana
$368K -$364 -2 -0.1%
LF
1674
Lighthouse Financial
Florida
$368K +$368K +2,020 New
C
1675
Covestor
United Kingdom
$366K +$191K +1,051 +109%
65 66
67
68 69